Shared understanding before commitment
A partnership begins with a clear understanding of the asset, the people involved and the contribution expected from each party. We give time to these questions before considering a transaction structure.
Who we work with
Relationships with a clear purpose
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Entrepreneurs and owners
We welcome discussions with founders and owners considering the next stage of their business. Continuity, the role of existing management and the resources needed to execute the plan are central to our assessment.
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Families and co-investment partners
We may invest alongside other families and professional partners where interests and expertise are complementary. Each opportunity requires agreement on diligence, governance, reporting, future funding and the circumstances in which an investment may be realised.
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Operators and specialists
We work selectively with operators and advisers whose expertise is relevant to an investment. Clear responsibilities and practical experience matter, particularly where development, operational change or entry into a new market is involved.
By invitation
Strategic support by invitation
Selected strategic support may be considered in connection with an investment or an established relationship. Its scope is agreed individually, with specialist professional advice provided by appropriately qualified advisers where required.
Contact
Making an introduction
Please begin with a concise, non-confidential summary of the opportunity, the parties and the proposed role for Calvin Farel. Relevant introductions may lead to a private discussion and an agreed confidentiality process before detailed information is exchanged.
Falkenstrasse 30
8008 Zürich
Switzerland info@calvin-farel.com CHE-107.824.149